+5,006.3%
CCJ vs PLUG
-98.6%
+5,105.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.1% |
| 7D | +0.7% | -0.9% | +1.6% | +0.8% |
| 30D | +6.9% | +3.3% | +3.5% | +6.5% |
| 3M | -11.6% | -39.7% | +28.1% | -7.6% |
| 6M | -16.2% | -12.5% | -3.7% | -15.8% |
| YTD | +10.1% | +10.2% | 0.0% | +7.7% |
| 1Y | +32.3% | +50.7% | -18.4% | +23.6% |
| 3Y | +171.3% | -74.5% | +245.8% | +170.9% |
| 5Y | +372.4% | -91.8% | +464.2% | +406.1% |
| 10Y | +1,070.0% | +43.7% | +1,026.3% | +804.3% |
| All | +5,006.3% | -98.6% | +5,105.0% | +3,385.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling